2023 Form 5500 filing — Baker Barrios Architects, Inc. 401(K) Profit Sharing Plan And T
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009094729NAL0032351072001) for Baker Barrios Architects, Inc. 401(K) Profit Sharing Plan And T, reported by Baker Barrios Architects, Inc. under EIN 59-3444163 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.1MReported net assets$8,075,478
Participants167
Provider compensation$41.4K3 Schedule C row(s)$41,407
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009094729NAL0032351072001
- Plan sponsor
- Baker Barrios Architects, Inc.
- EIN
- 59-3444163
- Plan number
- 001
- Location
- Orlando, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.1M total assets
Net assets$8.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,075,478
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,075,478
- Employer contributions
- $75,959
- Participant contributions
- $842,417
- Total income / additions
- $2,186,398
- Benefits paid
- $837,879
- Administrative expenses
- $41,408
- Total expenses
- $879,287
- Net increase / (decrease)
- $1,307,111
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services | INVESTMENT/FINANCIAL ADVI | $24,349 | $0 |
| Adp, Inc. | RECORD KEEPER | $17,058 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |